---
title: Working With Grant
description: "How we’ll work together on grants: complete onboarding once, review up to 4 monthly matches, choose drafting support, and submit with clear, step-by-step guidance."
---
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March 19, 2026
# Working With Grant
## Clear roles, simple steps: onboard once, review monthly matches, choose drafting support, and submit with confidence.
#### Overview
This article explains how we’ll collaborate to find, prioritize, and apply for grants. You’ll see what we handle end-to-end, where we need your input, and how to keep everything moving smoothly.
---
#### 1) Onboarding (most of the work—done once)
- **Complete the forms** so we can learn your mission, programs, beneficiaries, geographies, budgets, and goals.
- Share recent **one-pagers, decks, logic models, budgets,** and impact data.
- **Update us** when programs or priorities change; it can affect eligibility and fit.
---
#### 2) Grant identification (research & screening)
- We use professional databases and internal tools to find opportunities aligned to your mission, focus areas, geography, and timelines.
- We screen for **eligibility, fit, competitiveness,** and deadlines before recommending anything.
---
#### 3) Monthly matching cadence (you review, we learn)
- Each month you’ll receive **up to 4 recommended opportunities**.
- Approve or decline in the dashboard and **tell us why**—your feedback continuously improves future matches.
---
#### 4) Grant writing (flexible by plan)
- After you pick the grants to pursue, choose who drafts:
- **We draft** (where included in your plan), or
- **You draft** with our templates and guidance.
- The dashboard will clearly indicate **“Request Draft”** or **“Start Draft.”** We’ll provide checklists and required attachments.
---
#### 5) Submissions (LOIs & online applications)
- You (the organization) **submit** applications to funders.
- We supply a **PDF LOI** or **final responses** to paste into the funder portal, plus **step-by-step instructions** and pre-written emails.
- For online portals, please **create the account** and grant us access if you want collaboration inside the portal.
---
#### 6) Awards, outcomes, and re-apply planning
- Because you submit, you’ll hear results first—**please update us** so we can record outcomes, advise on stewardship, and plan re-applications when appropriate.
- We may suggest **warm-up outreach** to select funders (optional), and we’ll provide talking points when helpful.
---
#### What we need from you
- **An Active Website**
- **EIN (Employer Identification Number)**
- **501(c)(3) Status**
- Finish onboarding forms and keep org details current.
- Share program documents, budgets, and updates promptly.
- Review monthly matches and provide quick feedback.
- Create funder portal accounts and complete submissions.
- Notify us of outcomes (awards/declines) to keep your dashboard accurate.
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